Smithbridge Asset Management’s Lifestance Health LFST Stock Holding History

Smithbridge Asset Management’s Portfolio LFST Stock Details LFST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$539K	Sell	84,542 -84,542	-50%	-$588K	0.08%	126
2025 Q4	$1.19M	Buy	169,084 +84,542	+100%	+$510K	0.1%	98
2025 Q3	$465K	Hold	84,542	–	–	0.07%	121
2025 Q2	$437K	Hold	84,542	–	–	0.08%	102
2025 Q1	$563K	Buy	+84,542	New	+$643K	0.1%	103
2024 Q3	$592K	Hold	84,542	–	–	0.1%	113
2024 Q2	$415K	Hold	84,542	–	–	0.09%	118
2024 Q1	$522K	Hold	84,542	–	–	0.11%	109
2023 Q4	$662K	Hold	84,542	–	–	0.15%	103
2023 Q3	$581K	Hold	84,542	–	–	0.14%	107
2023 Q2	$772K	Sell	84,542 -61,653	-42%	-$512K	0.18%	97
2023 Q1	$1.09M	Hold	146,195	–	–	0.27%	78
2022 Q4	$722K	Hold	146,195	–	–	0.19%	97
2022 Q3	$968K	Buy	+146,195	New	+$1.02M	0.4%	65

Other funds holding LFST

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SPIG

Silversmith Partners I GP Boston, Massachusetts $39.2M AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Smithbridge Asset Management's LFST Position: Q1 2026 in Review

Smithbridge Asset Management reduced its Lifestance Health (LFST) stake by 50% in Q1 2026, selling an estimated $588K and leaving 84,542 shares worth $539K. The position accounts for 0.08% of the portfolio, ranked #126.

Smithbridge Asset Management first reported a position in LFST in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.19M in Q4 2025. 228 funds tracked by Wall St. Rank hold LFST as of Q1 2026.

Smithbridge Asset Management held 84,542 shares of Lifestance Health worth $539K as of Q1 2026.
Smithbridge Asset Management sold 84,542 Lifestance Health shares in Q1 2026, an estimated $588K.
Lifestance Health made up 0.08% of Smithbridge Asset Management's portfolio in Q1 2026, its #126 holding.
Smithbridge Asset Management first reported a position in Lifestance Health in Q3 2022 and has held it in 14 quarters since.
Smithbridge Asset Management's Lifestance Health position peaked at $1.19M in Q4 2025.
228 funds tracked by Wall St. Rank held Lifestance Health as of Q1 2026.

Based on Smithbridge Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.